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AAR Corp AIR Parts Supply — Cost of Goods Sold

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$222.9M+28.6%
Integrated Solutions
$140.8M+3.4%
Expeditionary Services
$15.1M-26.0%

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Other financials

Income statement

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Revenue$928.0M+23.0%
Gross profit$176.7M+17.6%
Net income$50.7M+49.1%
EPS (diluted)$1.27+32.3%

Balance sheet

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Cash & equivalents$84.0M-13.0%
Total debt$1.0B-4.5%
Total equity$1.7B+40.6%
Total assets$3.4B+18.0%

Cash flow

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Operating cash flow$55.3M+7.6%
CapEx$12.0M+20.0%
Free cash flow$43.3M+4.6%

Valuation

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Market cap$5.89B+127%
Enterprise value$6.82B+91.9%
P/E31.4×-176×
P/S1.8×+0.8×

Profitability

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Gross margin18.8%-0.2pp
Net margin5.7%+5.2pp
FCF margin1.9%+1.8pp

Returns & leverage

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Return on equity12.9%+11.8pp
Debt / equity0.6×-0.3×
Current ratio2.8×+0.1×

Where this comes from

Reported directly by AAR Corp in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: AAR Corp’s 10-K, filed July 22, 2026.

Filed
Jul 21, 2026, 8:00 PM EDT
Fiscal year
FY2026
Accession
0001104659-26-085459
Line itemSalesCost of / SalesSelling, / General and / AdministrativeOther / Segment / ItemsOperating / Income
Parts Supply$1,487.7$1,192.9$116.0$(7.4)$186.2
Repair, Engineering, and Software1,080.8862.8132.70.784.6
Government Solutions502.3405.839.856.7
Legacy Commercial Programs237.2224.313.2(0.3)
$3,308.0$2,685.8$301.7$(7.0)$327.5
Corporate and other(49.7)
277.8
Bargain purchase gain29.5

ITEM 8.FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is AAR Corp's parts supply — cost of goods sold?
AAR Corp (AIR) reported parts supply — cost of goods sold of $341.3M in Q1 2026.
How has AAR Corp's parts supply — cost of goods sold changed year-over-year?
AAR Corp's parts supply — cost of goods sold increased by 46.0% year-over-year, from $233.8M to $341.3M.
What is the long-term trend for AAR Corp's parts supply — cost of goods sold?
Over 3 years (2023 to 2026), AAR Corp's parts supply — cost of goods sold has grown at a 22.8% compound annual growth rate (CAGR), from $644.3M to $1.19B.
What does parts supply — cost of goods sold mean?
Captures the direct costs associated with procuring, warehousing, and delivering aviation parts and services to customers. Monitoring this helps evaluate the segment's direct production efficiency and the impact of supply chain cost fluctuations on gross margins.

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